Global offering for Swiss institutional investors

Global offering for Swiss institutional investors

As a longstanding actor within the Swiss financial industry, at Pictet we take great pride in our heritage of trust, stability and innovation. In 1985, Pictet became the first bank to offer dedicated Global Custody solutions exclusively for Swiss pension funds. Since then, our unwavering commitment to excellence has made us a renowned leader in catering to the unique banking and financial needs of Swiss institutional investors, such as pension funds.

Pictet offering

Discover our exclusive range of bespoke solutions encompassing four main families of products: Global Custody, Swiss single investor funds, Added-value services for Swiss pension funds and Reporting. Each offering is crafted to cater to the distinctive needs of Swiss institutional investors, ensuring a consistently high level of client service appreciated by all our institutional investors’ clients.

  • Global Custody

    Our extensive Global Custody services allow custody of a diverse range of asset types including, but not limited to, listed assets, mutual funds, and direct investments such as real estate

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  • Swiss single investor funds

    Discover Pictet’s suite of services, encompassing fund management company services or custody services, ensuring a seamless operation for a Swiss single investor fund

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  • Offering for L-QIFs

    Unlock the potential of the Swiss Limited Qualified Investor Fund (L-QIF) with Pictet’s expertise and specialised fund-related services. Benefit from Pictet’s well-balanced fund solution that combines flexibility with essential regulatory safeguards. 

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  • Added-value services for Swiss pension funds

    We offer an extensive array of added-value services tailored for Swiss pension funds, including flexible financial accounting (at annual account closing, at variable frequency, in accordance with Swiss accounting standards), thorough investment controlling services and best-in-class tax services (for both Global Custody and single investor fund structures)

  • Reporting

    Pictet’s comprehensive reporting suite caters to Swiss institutional investors, such as pension funds, offering essential tools like Pictet Connect (digital e-banking), multi-manager reporting, performance attribution reporting and OPP2 reporting (e.g. TER/Cost transparency report or payment limit control)

Pictet’s unique selling proposition

At Pictet, we pride ourselves on our unique position as one of the most trusted financial services brands. With a commitment to provide excellent quality of service rather than scale, we offer a range of unparalleled services that set us apart from other banks.

  • Pictet Fortress

    Your financial security is our priority. Pictet maintains a rock-solid balance sheet and a secure financial infrastructure, safeguarding your assets against potential risks.  

  • One-stop-shop offering

    Simplifying your financial experience. Pictet offers a comprehensive one-stop-shop offering, including our in-house solutions for investment funds, our range of global custody solutions or round-the-clock access to global markets, saving you time and effort. By consolidating your pension funds’ assets with Pictet, you benefit from a streamlined process and a holistic approach to managing your assets. 

  • Client servicing

    Your satisfaction is our mission. At Pictet, our primary focus is to provide exceptional client service that exceeds your expectations. Our dedicated team of experienced professionals is ready to assist you with personalised advice and solutions tailored to the specific needs of Swiss pension funds. Pictet believes in building strong, long-lasting relationships with its clients, fostering trust and reliability at every step of your pension fund’s journey.

Your benefits

Our dedicated product offering for Swiss institutional investors, such as pension funds, is designed to cater to your specific needs and requirements, providing a range of benefits that enhance your fund management and assist you in your purpose of ensuring a secure future for your investors. As a Swiss institutional investor, choosing Pictet as service provider grants you access to the following advantages:

  • Benefit from dedicated added-value solutions in the field of revenue generation and administrative support

    Our dedicated offering is tailored to suit Swiss institutional investors and Swiss pension funds’ risk tolerance and long-term financial objectives, enabling you to optimise your strategic decision-making and member engagement.

  • Increased transparency to monitor your portfolio and its performance

    Our platform provides you with comprehensive and real-time insights into your portfolio’s holdings and performance. In addition, our platform allows automatic interface solutions, boasts an open architecture and incorporates numerous market standards.

  • Personalised and prompt support

    Our dedicated team of experts offers personalised support tailored to your needs.

  • High asset protection

    Pictet adheres to the highest industry standards and robust employee security measures to safeguard your assets. With a focus on risk management, your assets are shielded from external threats, providing you and your investors with peace of mind.

  • Improved efficiency

    Our one-stop-shop offering and our advanced technological platforms offer various streamlined processes, from enhanced and simplified governance to investment tracking or administrative tasks. Relying on Pictet’s operational excellence will allow you to focus on delivering the best possible outcomes for your beneficiaries.

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